LIFE INSURANCE AND OTHER INSURANCE PRODUCTS
Life Insurance,
Health & Long Term Care Insurance
Pensions and Annuities
"the Power of Experience" -- for more than 25 years
contact us

Permanent Insurance
.......Whole Life Insurance, Universal Life Insurance and Variable Universal Life Insurance.

Health Insurance:
......."Health Savings Accounts" (pre-tax savings) and traditional health insurance are offered for clients through several insurance companies (CareFirst, United Health, Coventry and other insurance companies).

Long Term Care Insurance:
.......bids are obtained from various insurance companies for your review.

Pensions
......monthly or periodic payments are made from an insurance company to you. They can be paid for life, for the life of you and your beneficiary and/or for a specified number of years. If you have special requirements, those can be addressed.

Annuities
....... your annuity premium, or contribution, is held by an insurance company within an annuity contract. The annuity premium is credited with interest on a tax-deferred basis for a specific number of years. Depending upon the annuity contract you may withdraw (without fee or penalty) accrued interest, 10% of the principal or another sum. One insurance company, with which we deal, may permit you to withdraw 15% without a penalty

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Did you know: that there are different types of insurance companies? Annuities, Life Insurance and other products are available from:

Mutual life insurance companies
..... each of you, the "policyholders," own the insurance company and vote on various issues.There are no "stockholders."

Life Insurance Companies whose stock is publicly traded.
..... the "stockholders," who may or may not be "policyholders," own the insurance company and vote on various issues.

Life Insurance Companies which are privately owned or which are "fraternal associations."

You have a choice as to which type of
insurance company with which YOU do business.

Cynthia E. Morgan is a Registered Representative of, and securities offered through, Finance500, Inc. Member FINRA and SiPC. Advisory and planning services offered through F500 Advisory Services, Inc.

Barnard S. Walsh, is a Registered Representative of, and securities are offered through, Finance500, Inc., Member FINRA and SIPC. *Mr. Walsh has earned the Certified Employee Benefits designation. The CEBS designation is awarded by the International Foundation of Employee Benefit Plans and is cosponsored by The Wharton School, University of Pennsylvania.
Traditional fixed annuities, secondary market annuities, whole life,universal life insurance, long term care insurance and certain other life insurance company products are offered through insurance companies which are not affiliated with Finance500, Inc. Information concerning "unique assets" purchased or held as IRA or qualified plan assets is provided independently of Finance500, Inc. and Finance500, Inc. is not a party to such information, advice, purchase, sale, etc.